752 Jobs Found
Administrative Support Full-time Job
Administrative Jobs CanmoreJob Details
Under the direction of the Site Manager or designate this administrative IV is responsible for performing a variety including, but not limited to scheduling and payroll as well as several other administrative duties. This is an opportunity to work in a facility environment that is fast paced and highly team focused. The hours of operations fall between 0615 to 1700. Attention to detail is crucial as you are responsible for ensuring appropriate employee scheduling and pay data is captured in accordance with AHS policies, procedures, and collective agreement provisions. As the successful admin IV your key responsibilities will include filling pre-booked and immediate staff shifts, anticipating staffing needs, and informing managers of shifts that require further attention, entering data for payroll, providing scheduling reports, detailing records and compiling/providing statistical information.
Description:
As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or program.
- Classification: Administrative Support IV
- Union: AUPE GSS
- Unit and Program: Acute Care; Emergency; Obstetrics; Day Surgery; Operating Room
- Primary Location: Canmore General Hospital
- Location Details: As Per Location
- Multi-Site: Not Applicable
- FTE: 0.00
- Posting End Date: 09-JUL-2024
- Employee Class: Casual/Relief
- Date Available: 19-JUL-2024
- Hours per Shift: 7.75
- Length of Shift in weeks: Varies
- Shifts per cycle: Varies
- Shift Pattern: Days, Weekends
- Days Off: Other
- Minimum Salary: $26.07
- Maximum Salary: $31.68
- Vehicle Requirement: Not Applicable
Some post-secondary education.
Additional Required Qualifications:Completion of post-secondary education (i.e., course(s) in business administration, medical office assistant), or other related fields. Knowledge and operations of Microsoft Outlook, Word and Excel.
Preferred Qualifications:Current experience working in an AHS Staffing Service Center. 1 year customer service experience.1 year scheduling experience. Timekeeping/payroll experience. Knowledge of the applicable collective agreements and pay codes. Experience working in a unionized, healthcare and/or 24/7 environment. Experience with e-people and Makeshift scheduler.
Administrative Support
Alberta Health Services
Canmore - 18.96kmAdministrative Jobs Full-time
26.07 - 31.68
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Health care aide Full-time Job
Medical & Healthcare CanmoreJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a College/CEGEP
Experience: Candidates don’t need experience although having experience is an asset
Security and safety: Criminal record check, Immunization records, Vulnerable sector check, and Tuberculosis test
Physical Requirements:
- The candidates should be capable of performing repetitive tasks and prepared for physically demanding work
- The candidates should possess manual dexterity and demonstrate attention to detail
- The candidates should be able to stand for extended periods and be comfortable with a combination of sitting, standing, and walking
- The candidates should be able to bend, crouch, and kneel as necessary, and capable of walking
- The candidates should be able to handle weights up to 23 kg (50 lbs)
Other Requirements:
- The candidates should have a strong client focus and demonstrate dependability
- The candidates should possess efficient interpersonal skills and have excellent oral communication skills
- The candidates should demonstrate flexibility and exhibit initiative
- The candidates should have interpersonal awareness and exercise good judgment
- The candidates should be organized and demonstrate reliability
- The candidates should be team players
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to supply and empty bedpans, serve meal trays, and feed patients
- The candidates should be able to weigh, lift, turn, and position patients, and deliver messages, reports, requisitions, and specimens between departments
- The candidates should be able to make beds, maintain patients’ rooms, supervise patients’ exercise routines, and bathe, dress, and groom patients
- The candidates should be able to assist with the set-up and maintenance of traction equipment, cleaning or sterilizing equipment, maintaining and repairing equipment, and assembling, setting up, and operating job-related equipment
- The candidates should be able to transport patients in a wheelchair or stretcher, accompany patients on outside recreational activities, and perform other duties related to patient care and comfort
- The candidates should be able to administer first aid in emergency situations
Benefits:
- The candidates will get dental plan, health care plan, paramedical services coverage, group insurance benefits, life insurance, pension plan, learning/training paid by employer, paid time off (volunteering or personal days), and wellness program
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
Health care aide
SE Health
Canmore - 18.96kmMedical & Healthcare Full-time
24.86
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Housekeeping room attendant Full-time Job
Hospitality CanmoreJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience although having experience is an asset
Physical Requirements:
- The candidates should be comfortable working in a fast-paced environment, adapting to changing priorities quickly, and prepared for repetitive tasks while maintaining efficiency throughout
- The candidates should be physically capable of handling demanding tasks as required by the role and have a keen attention to detail to ensure accuracy and precision in their work
- The candidates should be able to handle a combination of sitting, standing, and walking throughout the workday, including standing for extended periods as necessary for the job responsibilities
Other Requirements:
- The candidates should be focused on client needs, capable of maintaining a strong client focus throughout interactions, and demonstrate efficient interpersonal skills to effectively communicate with clients and team members
- The candidates should exhibit flexibility in adapting to changing client requirements and project demands while being team players, willing to collaborate and contribute to the success of the team and organization
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to sweep, mop, wash, and polish floors, dust furniture, and vacuum carpeting, area rugs, draperies, and upholstered furniture
- The candidates should be able to make beds, change sheets, and distribute clean towels and toiletries
- The candidates should be able to stock the linen closet, clean, disinfect, and polish kitchen and bathroom fixtures and appliances, and handle and report lost and found items
- The candidates should be able to attend to guests’ requests for extra supplies or other items and wash windows, walls, and ceilings
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
By mail
900A 7 Avenue
Canmore, AB
T1W 2B7
Housekeeping room attendant
The Canmore Hotel Hoste
Canmore - 18.96kmHospitality Full-time
18.10
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Sporting goods salesperson Full-time Job
Sales & Retail CanmoreJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates don’t need experience although having experience is an asset
Work setting: Sporting goods store, Clothing store, Rental shop
Type of product: Sports equipment and clothing, Women’s clothing, Men’s clothing, Bicycle
Physical Requirements:
- The candidates should be able to work in a fast-paced environment
- The candidates should be able to stand, bend, crouch, and kneel for extended periods
Other Requirements:
- The candidate should be a collaborative, energetic, hardworking, outgoing, proactive, quick learner, dependable, flexible, and reliable
- The candidates should have efficiency, positive attitude, excellent oral communication, and be able to work as a team player
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to operate cash register
- The candidates should be able to provide advice about merchandise
- The candidates should be able to assist in display of merchandise
- The candidates should be able to greet customers and discuss type, quality and quantity of merchandise or services sought for purchase, rental or lease
- The candidates should be able to prepare merchandise for purchase, rental or lease
- The candidates should be able to prepare sales, rental or leasing contracts and accept cash, cheque, credit card or automatic debit payment
Benefits:
- The candidates will get variable or compressed work week, commission, bonus, and free parking
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through below-mentioned details.
By email
[email protected]
In-person
#117 – 304 Old Canmore Road
Canmore, AB
T1W 0L5
Between 10:00 AM and 06:00 PM
By phone
403-675-7500 Between 10:00 AM and 06:00 PM
Sporting goods salesperson
Chateau Mountain Sports Ltd
Canmore - 18.96kmSales & Retail Full-time
17 - 22
Learn More
Grocery Receiver Clerk Part-time Job
Sales & Retail CochraneJob Details
Our Store Colleagues are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well. Our Clerks inspire our customers through delightful conversation and knowledge of products.
What you’ll do
- Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
- Maintain and stock product displays and shelves that meet company standards
- Ensure accurate product scanning and identify inventory needs and assist with ordering
- Setup company-directed promotions and programs
- Keep department areas neat and ensure health and safety standards
Who you are
- A team player with an attention for detail
- Driven and able to work independently in a fast-paced environment
- Resourceful and courteous when resolving customer questions
- Motivated to learn new things
Experience you bring
Good news! No previous experience is required. We provide you with training to set you up for success!
What you bring
- Flexibility to work a variety of departments and hours which may include days, evenings, and weekends
- Able to move up to 50lbs and in constant mobility for an entire shift
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.
NOTE: The Employer noted in this posting is an independently owned corporation (“Franchisee”) which is licensed to use the “No Frills” trademark(s) by Loblaws Inc. Applicants hired by a franchisee will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its affiliates.
Grocery Receiver Clerk
No Frills Plc
Cochrane - 76.67kmSales & Retail Part-time
Learn More
Front end supervisor retail Full-time Job
Sales & Retail CochraneJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Other Requirements:
- The candidates should be dedicated to client focus and possess efficient interpersonal skills
- The candidates should be highly organized in their approach, known for their reliability
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to assign sales workers to duties, authorize payments by cheque, and order merchandise
- The candidates should be able to establish work schedules, sell merchandise, and authorize the return of merchandise
- The candidates should be able to prepare reports on sales volumes, merchandising, and personnel matters, organize and maintain inventory, and resolve problems such as customer complaints and supply shortages
- The candidates should be able to supervise and coordinate activities of workers
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
By mail
15 Quarry St West
Cochrane, AB
T4C 0W5
Front end supervisor retail
Regal Nails & Spa
Cochrane - 76.67kmSales & Retail Full-time
21.63 - 22.63
Learn More
Sales associate Full-time Job
Sales & Retail CochraneJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates don’t need experience, training will be provided
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to operate computerized inventory record-keeping and re-ordering systems, provide advice about merchandise, and advertise and/or promote products, sales, or services
- The candidates should be able to perform data entry, provide customer service, and assist in the display of merchandise
- The candidates should be able to conduct sales transactions through Internet-based electronic commerce, estimate or quote prices, credit or contract terms, warranties, and delivery dates, and greet customers and discuss the type, quality, and quantity of merchandise or services sought for purchase, rental, or lease
- The candidates should be able to maintain sales records for inventory control, prepare merchandise for purchase, rental, or lease, and prepare sales, rental, or leasing contracts and accept cash, cheque, credit card, or automatic debit payment
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
Sales associate
Sellphone Lab
Cochrane - 76.67kmSales & Retail Full-time
16 - 18
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Front end supervisor retail Full-time Job
Sales & Retail CochraneJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Other Requirements:
- The candidates should be dedicated to client focus and possess efficient interpersonal skills
- The candidates should be highly organized in their approach, known for their reliability
Candidate Status:
- Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
- Candidate must have legal authorization (Work Permit) to work in Canada
- If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position
Responsibilities:
- The candidates should be able to assign sales workers to duties, authorize payments by cheque, and order merchandise
- The candidates should be able to establish work schedules, sell merchandise, and authorize the return of merchandise
- The candidates should be able to prepare reports on sales volumes, merchandising, and personnel matters, organize and maintain inventory, and resolve problems such as customer complaints and supply shortages
- The candidates should be able to supervise and coordinate activities of workers
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
[email protected]
By mail
15 Quarry St West
Cochrane, AB
T4C 0W5
Front end supervisor retail
Regal Nails & Spa
Cochrane - 76.67kmSales & Retail Full-time
21.63 - 22.63
Learn More
Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch Full-time Job
Customer Service CalgaryJob Details
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
This is a fixed-term position of 18 months.
Accountabilities
- Getting a natural high from delivering positive and unexpected customer experience through general retail banking
- Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment
Skills & Qualifications
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- Certificate in Investment Funds in Canada is a requirement.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch
Coast Capital Savings
Calgary - 104.31kmCustomer Service Full-time
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 104.31kmFinancial Services Temporary
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 104.31kmFinancial Services Temporary
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 104.31kmFinancial Services Temporary
56,300 - 67,600
Learn More
